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STAFF PERFORMANCE AND DEVELOPMENT REVIEW
           

EMPLOYEE’S PREPARATION FORM
           
Name Date
Job Title
Department
Date of Last Review
It is recommended that this form be used to help you think about the job you do prior to your appraisal.  Please bring this form with you to help in your discussion, you will not be required to hand this to your manager/team leader.  It would be helpful to consider your most recent job description when preparing your answers.
1 What were your main duties during the period under review?

 

 

 
2 What objectives do you feel you achieved?

 

 

 
3 What objectives did you fail to achieve and why?

 

 

 
4 Which parts of your job do you feel you do well?

 

 

 
5 What main difficulties did you face in the period under review?

 

 

 
6 What further support (if any) do you feel you need?

 

 

 
7 What areas of work will you be involved in this year? Consider possible  objectives (no more than 6).  For managers of people, one of these must be completing appraisals & PDP’s for your staff)

 

 

 

 
8 What particular strengths do you feel you have, and are they currently being used by the organisation?

 

 

 
9  Have you any suggested changed to make to your current job description?

 

 

 
10 What have been your main learning activities during the year, what have you learnt and how beneficial has the learning been both to you and the organisation?

 

 

 
11 What kind of work would you most like to be doing in two or three year’s time?

 

 

 
12 What are the areas you feel you need to develop?

 

 

 
13 What action is needed by you or your manager/team leader during the next twelve months to help you with your personal development?

 

 

 
14 Are there any other points you would like to raise at your review?

 

 

 

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Select form and copy or print

 

   

STAFF PERFORMANCE AND DEVELOPMENT REVIEW
           

MANAGER/TEAM LEADER PREPARATION FORM
           
Name Date
Job Title
Department
Date of Last Review
This form is to help you prepare for the staff appraisal meeting with your member of staff.  It is intended to assist with the discussion and need not be retained on file.
1 What were their main duties during the reporting period?

 

 

 
2 Which objectives were achieved?

 

 

 
3 Which objectives were not achieved and what do you think the reasons were?

 

 

 
4 In which element's of their job are they doing well?

 

 

 
5 In which element's of their post are they are having difficulties?

 

 

 
6 How will you convey the coming years’ organisational plan, challenges and objectives?

 

 

 
7 In which areas of work from the plan will they be involved during the coming year?  Consider possible objectives (no more than 6-8) for discussion and agreement. 

 

 

 
8 (For managers of people) what have they done in the last 12 months for each of their staff to aid their training and development?

 

 

 
9  What particular strengths do they have and are they being fully utilised by the organisation?

 

 

 
10 What changes need making to their current job description?

 

 

 
11 What development activities have they been involved in during the year and what have been the benefits to the individual and to the organisation?

 

 

 
12 What kind of work do you feel they will be doing in two to three years time?

 

 

 
13 In which areas do you feel they need to develop?

 

 

 
14 What action is needed by you or others during the next twelve months to improve their effectiveness and assist with their personal development?

 

 

 

 

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